Lansforsakringar Fondforvaltning AB publ grew its holdings in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 2.0% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 313,451 shares of the CRM provider’s stock after purchasing an additional 6,083 shares during the quarter. Lansforsakringar Fondforvaltning AB publ’s holdings in Salesforce were worth $74,288,000 as of its most recent filing with the Securities & Exchange Commission.
Other institutional investors have also added to or reduced their stakes in the company. Aspire Growth Partners LLC grew its holdings in Salesforce by 1.2% during the third quarter. Aspire Growth Partners LLC now owns 3,355 shares of the CRM provider’s stock valued at $795,000 after purchasing an additional 39 shares during the period. Lifeworks Advisors LLC boosted its holdings in Salesforce by 2.9% in the 2nd quarter. Lifeworks Advisors LLC now owns 1,420 shares of the CRM provider’s stock worth $387,000 after buying an additional 40 shares during the period. Benchmark Financial Wealth Advisors LLC lifted its position in shares of Salesforce by 4.4% in the second quarter. Benchmark Financial Wealth Advisors LLC now owns 989 shares of the CRM provider’s stock valued at $270,000 after acquiring an additional 42 shares in the last quarter. Abacus Planning Group Inc. increased its holdings in Salesforce by 3.1% in the 3rd quarter. Abacus Planning Group Inc. now owns 1,420 shares of the CRM provider’s stock valued at $337,000 after acquiring an additional 43 shares during the last quarter. Finally, 17 Capital Partners LLC boosted its position in shares of Salesforce by 1.9% during the 2nd quarter. 17 Capital Partners LLC now owns 2,321 shares of the CRM provider’s stock valued at $633,000 after acquiring an additional 44 shares during the last quarter. 80.43% of the stock is currently owned by institutional investors.
Analyst Upgrades and Downgrades
Several research analysts recently commented on the company. Barclays lifted their price target on Salesforce from $330.00 to $338.00 and gave the stock an “overweight” rating in a research report on Monday, January 12th. The Goldman Sachs Group assumed coverage on shares of Salesforce in a research note on Monday, January 12th. They issued a “buy” rating and a $330.00 price objective for the company. Oppenheimer cut their price target on shares of Salesforce from $300.00 to $275.00 and set an “outperform” rating on the stock in a report on Tuesday. Robert W. Baird lowered their price target on Salesforce from $325.00 to $315.00 and set an “outperform” rating for the company in a report on Thursday, December 4th. Finally, Northland Securities upped their target price on Salesforce from $264.00 to $267.00 and gave the stock a “market perform” rating in a report on Thursday, December 4th. One investment analyst has rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $310.89.
Salesforce Trading Down 0.1%
Shares of Salesforce stock opened at $185.10 on Friday. The firm has a market capitalization of $173.44 billion, a price-to-earnings ratio of 24.71, a PEG ratio of 1.26 and a beta of 1.27. The company has a current ratio of 0.98, a quick ratio of 0.98 and a debt-to-equity ratio of 0.14. Salesforce Inc. has a 12-month low of $180.24 and a 12-month high of $318.97. The firm’s 50 day simple moving average is $230.69 and its two-hundred day simple moving average is $240.08.
Salesforce (NYSE:CRM – Get Free Report) last issued its quarterly earnings results on Wednesday, December 3rd. The CRM provider reported $3.25 EPS for the quarter, topping analysts’ consensus estimates of $2.86 by $0.39. The company had revenue of $10.26 billion during the quarter, compared to analysts’ expectations of $10.27 billion. Salesforce had a return on equity of 14.41% and a net margin of 17.91%.The firm’s revenue was up 9.1% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $2.41 EPS. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. Analysts predict that Salesforce Inc. will post 7.46 EPS for the current year.
Salesforce Announces Dividend
The business also recently disclosed a quarterly dividend, which was paid on Thursday, January 8th. Stockholders of record on Thursday, December 18th were issued a $0.416 dividend. This represents a $1.66 annualized dividend and a dividend yield of 0.9%. The ex-dividend date of this dividend was Thursday, December 18th. Salesforce’s payout ratio is 22.16%.
Insider Buying and Selling
In other Salesforce news, insider Parker Harris sold 134,662 shares of the business’s stock in a transaction that occurred on Tuesday, December 2nd. The stock was sold at an average price of $234.70, for a total value of $31,605,171.40. Following the completion of the transaction, the insider directly owned 139,767 shares of the company’s stock, valued at approximately $32,803,314.90. The trade was a 49.07% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Neelie Kroes sold 3,893 shares of the stock in a transaction dated Wednesday, January 14th. The stock was sold at an average price of $238.70, for a total transaction of $929,259.10. Following the sale, the director directly owned 7,299 shares in the company, valued at approximately $1,742,271.30. The trade was a 34.78% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 3.00% of the company’s stock.
Trending Headlines about Salesforce
Here are the key news stories impacting Salesforce this week:
- Positive Sentiment: Mizuho keeps an Outperform rating on CRM, signaling continued analyst conviction that Salesforce can outperform peers as AI adoption supports growth. Mizuho Maintains an Outperform Rating on Salesforce (CRM)
- Positive Sentiment: A Seeking Alpha upgrade frames the upcoming Q4 print as an opportunity to “silence the bears,” highlighting potential revenue acceleration, expanding backlog and clearer AI-driven sales/expense dynamics that could re-rate the stock if delivered. Salesforce: Q4 Earnings Is An Opportunity To Silence The Bears (Rating Upgrade)
- Positive Sentiment: Sector evidence: beaten-down software names (RingCentral, Five9) rallied after earnings that showed AI strengthening bookings — a sign that positive AI proofs could lift Salesforce if its own AI products (Agentforce, generative solutions) show similar commercial traction. Beaten-down software stocks RingCentral and Five9 rally as earnings quell some AI concerns
- Neutral Sentiment: Zacks previews the Q4 print and urges focus beyond headline EPS/revenue — metrics like backlog, billings mix and AI subscription uptake will matter, making the upcoming report a data-driven catalyst rather than a simple beat/miss story. Salesforce (CRM) Q4 Earnings Preview
- Neutral Sentiment: Zacks and other outlets note elevated investor attention and mixed analyst views — increased coverage raises volatility around the earnings print but doesn’t resolve direction until results and guidance arrive. Salesforce, Inc. (CRM) is Attracting Investor Attention
- Negative Sentiment: BMO cut its price target from $275 to $235 (still “Outperform”), which reduces upside expectations and signals more cautious near-term valuation assumptions. salesforce.com (CRM) PT Lowered to $235 at BMO Capital
- Negative Sentiment: BTIG trimmed its price target to $260, and RBC moved to a Hold — more downward pressure from sell-side revisions that can sap momentum ahead of the quarter. BTIG Research Lowers Salesforce Price Target to $260 Salesforce (CRM) Receives a Hold from RBC Capital
- Negative Sentiment: Unusually large put-option buying was recorded (roughly 132k puts), indicating elevated hedging or bearish spec positions that increase downside risk and implied volatility into earnings. (reported trading flow)
Salesforce Profile
Salesforce, founded in 1999 and headquartered in San Francisco, is a global provider of cloud-based software focused on customer relationship management (CRM) and enterprise applications. The company popularized the software-as-a-service (SaaS) model for CRM and has built a broad portfolio of products designed to help organizations manage sales, service, marketing, commerce and analytics through a unified, cloud-first platform.
Core offerings include Sales Cloud for sales automation, Service Cloud for customer support, Marketing Cloud for digital marketing and engagement, and Commerce Cloud for e-commerce.
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